2026-05-14T10:34:27+00:00 2025-06-30 135565207 KPMG LLP 200 EAST RANDOLPH STREET SUITE 5500 CHICAGO IL 606016436 990 2024-07-01 922355855 UChicago Medicine Northwest Indiana Inc UCHI 7737021998 10855 VIRGINIA STREET CROWN POINT IN 463070210 IVAN SAMSTEIN EVP AND CHIEF FINANCIAL OFFICER 7737021000 2026-05-14 true ZELJKO POPOVIC P01795951 3126651000 2026-05-14 2024 2025-03-06 01:10:19Z THOMAS JACKIEWICZ 5841 SOUTH MARYLAND AVE CHICAGO IL 60637 31800828 false X UCHICAGOMEDICINE.ORG X 2022 IN UChicago Medicine Northwest Indiana, Inc. IS A NONPROFIT MICRO HOSPITAL ORGANIZED FOR THE PURPOSE OF PROVIDING ADVANCED MULTISPECIALITY PATIENT CARE TO PATIENTS IN NORTHWEST INDIANA. 10 0 266 0 0 0 0 1705577 31761527 0 0 0 39301 1705577 31800828 0 0 0 0 4901102 15214092 0 0 0 5054761 31040132 9955863 46254224 -8250286 -14453396 2047343 81821846 10297629 104525528 -8250286 -22703682 X UChicago Medicine Northwest Indiana IS A NONPROFIT MICRO HOSPITAL ORGANIZED FOR THE PURPOSE OF PROVIDING ADVANCED MULTISPECIALITY PATIENT CARE TO PATIENTS IN NORTHWEST INDIANA. false false 21842216 2140156 MULTISPECIALTY CARE: UChicago Medicine Northwest Indiana OPENED its two-story, 130,000-square-foot multispecialty care center in Northwest Indiana to patients on April 29, 2024. UChicago Medicine Northwest Indiana offers a range of adult and pediatric specialty services that include: - Infusion therapy, radiation and medical and surgical oncology for cancer patients - MRI, CT, PET, X-ray and ultrasound imaging capabilities, and a breast imaging center - An ambulatory surgery center (ASC) - Laboratory services - Access to the next generation of advanced treatments through UChicago Medicine clinical trials - An eight-bed emergency department and eight-bed inpatient unit (CONTINUED ON SCHEDULE O) 8317615 8271586 EMERGENCY MEDICINE: World-renowned UChicago Medicine emergency medicine experts bring the forefront of care to Northwestern Indiana. With our emergency department at UCHICAGO MEDICINE NORTHWEST INDIANA, we offer our patients access to board-certified, fellowship-trained emergency medicine physicians and highly skilled support staff with immediate, 24/7 medical care closer to home. Common conditions treated include abdominal pain, back pain, bleeding, broken bones, chest pain, complications from chronic conditions, such as asthma, COPD, diabetes, dizziness, fainting, seizures, severe high fever, skin infections, and upper respiratory infections. At UChicago Medicine Northwest Indiana, patients will find cutting-edge imaging tools, experienced radiologists and emergency medicine doctors skilled at reading those images. There is in-house imaging, including CT, X-ray, PET, MRI, ultrasound capabilities, and in-house lab services. This helps reduce delays in results and treatment. (CONTINUED ON SCHEDULE O) 8006251 2431425 AMBULATORY SURGERY CENTER: UChicago Medicine Northwest Indiana PROVIDES AN AMBULATORY SURGERY CENTER FOR OUTPATIENT SURGERIES, INCLUDING MINIMALLY INVASIVE GYNECOLOGIC SURGERY, PLASTIC AND RECONSTRUCTIVE SURGERY, THORACIC SURGERY, UROGYNECOLOGY AND RECONSTRUCTIVE PELVIC SURGERY, VASCULAR SURGERY, PEDIATRIC ORTHOPAEDIC SURGERY, AND PEDIATRIC PLASTIC & RECONSTRUCTIVE SURGERY. 6460394 18918611 OTHER PROGRAM SERVICES RELATED TO THE PROVISION OF HEALTHCARE INCLUDE RADIOLOGY, LABORATORY SERVICES, PEDIATRICS, OBSTETRICS AND GYNECOLOGY, PHARMACY SERVICES, HEART AND VASCULAR AND NEUROPHYSIOLOGY. 6460394 18918611 44626476 true false false true false false false false false false true false false true true true false true false false false false false false false false true true false false true false false false false false false false false false false false false false false false true false false false false true 25 0 true 266 true false false false false false false false false false false false false X 10 0 false false true false true true true true true false false false true true true true true true true true false false IN X PHILLIP KAUFMAN 7738342065 150 HARVESTER DRIVE SUITE 300 BURR RIDGE IL 60527 KRISTA CURELL BOARD CHAIR & PRESIDENT 10.0 50.0 X X 0 1694500 237452 LAUREN HULL BOARD MEMBER & COO 40.0 0.0 X X 0 354837 55533 PHILLIP KAUFMAN BOARD MEMBER & CFO/TREASURER - NWI 5.0 45.0 X X 0 588578 96218 AMY ROSS BOARD MEMBER 1.0 42.0 X 0 1176534 189822 BLASE POLITE MD BOARD MEMBER EX OFFICIO/PRESIDENT OF THE MEDICAL STAFF 1.0 40.0 X 0 480943 55243 EVERETT VOKES MD BOARD MEMBER 1.0 40.0 X 0 1076414 56505 JOHN CUNNINGHAM MD BOARD MEMBER 1.0 40.0 X 0 617425 61063 JUDY DAVIDSON BOARD MEMBER (EFF. 11/1/24) 40.0 0 X 184486 0 12561 NISHANT AGRAWAL MD BOARD MEMBER 1.0 40.0 X 0 745227 70423 SARAH KUNDRAT BOARD MEMBER 1.0 40.0 X 0 261598 18998 IVAN SAMSTEIN CHIEF FINANCIAL OFFICER (THRU 12/31/24) 1.0 58.0 X 0 1795872 252606 JENNIFER HILL SECRETARY 1.0 42.0 X 0 296819 64867 ALBERTO JIMENEZ IMAGING MANAGER 40.0 0.0 X 135309 2823 34728 LAURA HELGE-SMITH RN MANAGER-ONCOLOGY 40.0 0 X 134121 0 25170 MICHELLE KRSTESKI PHARMACIST 40.0 0 X 149947 0 32845 SHANNON EAGEN NURSE MANAGER IP/ED 40.0 0 X 122284 0 0 TANAYA BARNES PHARMACY MANAGER 40.0 0 X 151438 0 34427 877585 9091570 1298461 14 false true false THE UNIVERSITY OF CHICAGO 6054 S Drexel Ave Suite 342 Chicago IL 60637 Physician Services 1239159 WEATHERBY LOCUMS INC 15300 Weston Pkwy Cary NC 27513 Locum Tenens Staffing 1079534 Porter County Anesthesia Associates 85 E US Highway 6 Valporaiso IN 46383 Anesthesia Services 916355 BEE LINE SUPPORT INC 1826 S Clinton St Chicago IL 60616 Janitorial Services 602169 COVIDER HEALTH 9351 LAKE CONROE DR CONROE TX 77304 Healthcare Consulting Services 344939 8 0 NET PATIENT REVENUE 622110 31695095 31695095 CAPITATION REVENUE 900099 66432 66432 0 0 0 0 31761527 39050 39050 0 39050 39050 0 0 0 0 MISCELLANEOUS REVENUE 900099 251 251 0 0 0 0 251 31800828 31761778 0 39050 X 195708 97854 97854 11999253 11925404 73849 160534 152966 7568 1784874 1677260 107614 1073723 987825 85898 136027 136027 14756011 14635610 120401 0 132971 132971 155637 112313 43324 1067 1067 1213543 491933 721610 11150 9264 1886 1905 1905 2572119 2572119 6262004 6262004 302030 302030 DRUGS AND MEDICAL SUPPLIES 4511216 4511216 EQUIPMENT RENT & MAINT 348370 255552 92818 MEDICAID PROVIDER TAX 258086 258086 IMPLANTS 246911 246911 131085 125157 5928 0 46254224 44626476 1627748 0 1379343 6347378 0 0 0 0 668000 3277110 50000 14687035 2098147 0 12588888 0 0 0 59558470 2047343 81821846 1149072 3314865 0 0 9148557 101210663 10297629 104525528 X -8250286 -22703682 -8250286 -22703682 2047343 81821846 -14453396 0 X false true true false X false true false false false false true 142700 false true 827 143527 false Schedule C, Part II-B, Line 1g DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY THE VICE PRESIDENT OF GOVERNMENT AFFAIRS FOR UNIVERSITY OF CHICAGO MEDICINE HAS CONTACT WITH LEGISLATORS AND GOVERNMENT OFFICIALS ON BEHALF OF UChicago Medicine Northwest Indiana, Inc. TOPICS INCLUDE Medicaid funding and hospital outpatient department funding. Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY THE HOSPITAL PAYS DUES TO THE INDIANA HOSPITAL ASSOCIATION. A PORTION OF THESE DUES ARE USED TO SUPPORT LOBBYING BY THE ASSOCIATION FOCUSED ON ADVOCACY AND REPRESENTATION. 14687035 2098147 12588888 12588888 RIGHT OF USE ASSETS 58294000 DUE FROM AFFILIATES 1264470 59558470 Federal Income Taxes DUE TO AFFILIATES 41204584 CAPITAL LEASE 59782493 3RD PARTY PAYOR SETTLEMENTS 223586 101210663 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote UChicago Medicine Northwest Indiana APPLIES ASC TOPIC 740, INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN A COMPANY'S CONSOLIDATED FINANCIAL STATEMENTS. ASC TOPIC 740 PRESCRIBES A MORE LIKELY THAN NOT RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN. UNDER ASC TOPIC 740, TAX POSITIONS ARE EVALUATED FOR RECOGNITION, DERECOGNITION, AND MEASUREMENT USING CONSISTENT CRITERIA AND PROVIDE MORE INFORMATION ABOUT THE UNCERTAINTY IN INCOME TAX ASSETS AND LIABILITIES. AS OF JUNE 30, 2025 AND 2024, UChicago Medicine Northwest Indiana DOES NOT HAVE AN ASSET OR LIABILITY RECORDED FOR UNRECOGNIZED TAX POSITIONS. true true X true X true X 600 175062 175062 0.00378 3917348 1439601 2477747 0.05357 0 0.0 0 0 4092410 1439601 2652809 0.05735 28479 28479 0.00062 7537 7537 0.00016 0 0.0 0 0.0 110653 110653 0.00239 0 0 146669 0 146669 0.00317 0 0 4239079 1439601 2799478 0.06052 6523 6523 0.00014 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0 6523 0 6523 0.00014 true 853408 2239960 5300656 -3060696 X true true NONE 0 0 0 1 1 UCHICAGO MEDICINE NORTHWEST INDIANA 10855 Virginia St Crown Point IN 46307 https://tinyurl.com/UCM-NWI 24-015691-1 X X X UCHICAGO MEDICINE NORTHWEST INDIANA 1 true true false false true X 200.0 600.0 X X X X X true true X X X X true X https://tinyurl.com/NWI-FAP X https://tinyurl.com/NWI-APP X https://tinyurl.com/NWI-PLAIN X X X X X X true X false X X X X X true X false false Schedule H, Part V, Section B, Line 2 NWI is a new hospital facility that began operating on 4/29/24 and does not have to complete its CHNA until 6/30/26 pursuant to the federal regulation section 1.501(r)-3(d)(3). Schedule H, Part V, Section B, Line 13 Facility , 1 Facility , 1 - UCHICAGO MEDICINE NORTHWEST INDIANA. THE MEDICAL INDIGENCY DISCOUNT APPLIES TO ALL PATIENTS REGARDLESS OF THE RELATIONSHIP BETWEEN THEIR INCOME AND THE POVERTY GUIDELINES. IN A 12 MONTH PERIOD FOR MEDICALLY NECESSARY HEALTH CARE SERVICES PROVIDED BY NWI TO A PATIENT, THE PATIENT IS NOT RESPONSIBLE TO PAY FOR MORE THAN THAT AMOUNT OF BILLED CHARGES IN EXCESS OF 20% OF THE PATIENT'S FAMILY INCOME. Schedule H, Part V, Section B, Line 15 Facility , 1 Facility , 1 - UChicago Medicine Northwest Indiana. NWI RESPONDS TO THESE QUESTIONS BASED UPON ITS PUBLICATION OF THE FINANCIAL ASSISTANCE INFORMATION, NOT THE WRITTEN HOSPITAL ADMINISTRATIVE POLICY. FOR EXAMPLE, NWI'S BILL CONTAINS A STATEMENT THAT DIRECTS THE PATIENT TO CALL A TELEPHONE NUMBER TO SEEK ASSISTANCE. Schedule H, Part V, Section B, Line 20 Facility , 1 Facility , 1 - UChicago Medicine Northwest Indiana. NWI SENDS A BILL TO THE PATIENT GUARANTOR NORMALLY AT LEAST FOUR TIMES, PERFORMS A CREDIT CHECK TO DETERMINE PRESUMPTIVE ELIGIBILITY UNDER ITS FINANCIAL ASSISTANCE POLICY, AND THEN MAY REFER THE ACCOUNT TO A COLLECTION AGENCY AFTER THE EXPIRATION OF 125 DAYS FOLLOWING INITIAL POST DISCHARGE BILLING AFTER COMPLETING A CHECK WITH AN OUTSIDE CONTRACTED VENDOR THAT EVALUATES WHETHER OR NOT THE PATIENT FALLS WITHIN THE UCMC FINANCIAL ASSISTANCE LIMITS. IN ADDITION, AFTER A REVIEW OF THE PATIENT'S INFORMATION, THE HOSPITAL MAY CONTACT THE PATIENT DIRECTLY TO DETERMINE IF THE PATIENT MIGHT QUALIFY FOR MEDICAID, AND OFFERS ACCESS TO A SERVICE TO ASSIST WITH THE APPLICATION PROCESS, OR MAY ON OCCASION GRANT FINANCIAL ASSISTANCE IN DISTRESSED CIRCUMSTANCES. IN ADDITION, PATIENTS WHOSE UCM NORTHWEST BILL FOR ONE YEAR TOTALS 20 PERCENT OR MORE OF THEIR ANNUAL ADJUSTED GROSS INCOME WILL NOT HAVE TO PAY MORE THAN 20 PERCENT OF THEIR INCOME FOR ALL OF THOSE BILLS. Schedule H, Part V, Section B, Line 23 Facility , 1 Facility , 1 - UChicago Medicine Northwest Indiana. NWI CHARGES CONSISTENTLY. IF A PATIENT QUALIFIES UNDER THE FINANCIAL ASSISTANCE POLICY, THE DISCOUNT APPLIES TO THE AMOUNT BILLED. 0 Schedule H, Part III, Line 5 CHARGES NOT INCLUDED ON MEDICARE COST REPORT THE FOLLOWING AMOUNTS REPRESENT REVENUE AND EXPENSES FROM PROFESSIONAL FEES, LABS, AND OTHER MEDICARE CHARGES NOT INCLUDED IN NWI'S MEDICARE COST REPORT FOR THE YEAR: REVENUE RECEIVED FROM MEDICARE $4,759,983 ALLOWABLE COSTS RELATING TO ABOVE PAYMENTS ($10,633,596) SHORTFALL ($5,873,613) Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs PAYMENT RATES FOR MEDICARE GENERALLY ARE SET BY LAW, RATHER THAN THROUGH A NEGOTIATION PROCESS AS WITH PRIVATE INSURERS. THESE PAYMENT RATES ARE CURRENTLY SET BELOW NWI'S COSTS OF PROVIDING THE CARE, WHICH NWI ACCEPTS AS A VOLUNTARY PARTICIPANT IN THE MEDICARE PROGRAM. NWI TAKES SERIOUSLY ITS COMMITMENT TO PROVIDE CRITICAL PROGRAMS AND SERVICES THAT INCREASE ACCESS TO HEALTHCARE, IMPROVE THE HEALTH OF ITS COMMUNITY, HELP RELIEVE THE BURDENS OF GOVERNMENT WITH RESPECT TO THE PROVISION AND PAYMENT OF HEALTHCARE, AND ATTEND TO ADULT AND PEDIATRIC DISABLED PATIENTS AS WELL AS THE ELDERLY MEDICARE POPULATION, OFTEN THE MORE VULNERABLE MEMBERS OF OUR COMMUNITY. THIS SAME RATIONALE APPLIES TO MEDICAID RECIPIENTS, TOO POOR TO COVER THEIR OWN HEALTH CARE EXPENSES. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance NWI PROVIDES DISCOUNTS FOR A PATIENT WHO QUALIFIES FOR TWELVE (12) MONTHS AFTER HE/SHE QUALIFIES. IN ADDITION, NWI COORDINATES ITS DISCOUNTS WITH UNIVERSITY OF CHICAGO PROVIDER GROUP (UCPG) FOR THE PHYSICIAN BILLING, WHICH IS THROUGH THE UNIVERSITY OF CHICAGO. IN A 12 MONTH PERIOD FOR MEDICALLY NECESSARY HEALTH CARE SERVICES PROVIDED BY NWI TO AN UNINSURED OR UNDERINSURED PATIENT, THE PATIENT IS NOT RESPONSIBLE TO PAY FOR MORE THAN THAT AMOUNT OF BILLED CHARGES IN EXCESS OF 20% OF THE PATIENT'S FAMILY INCOME. THIS "MEDICAL INDIGENCY DISCOUNT" IS SUBJECT TO THE PATIENT'S CONTINUED ELIGIBILITY DURING THE APPLICABLE TIME PERIOD. THE 12 MONTH PERIOD TO WHICH THE MAXIMUM AMOUNT APPLIES SHALL BEGIN ON THE FIRST DATE THE PATIENT RECEIVES MEDICALLY NECESSARY HEALTH CARE SERVICES THAT ARE DETERMINED TO BE ELIGIBLE FOR THE MEDICAL INDIGENCY DISCOUNT AT NWI. IN ORDER FOR NWI TO DETERMINE THE 12 MONTH MAXIMUM AMOUNT THAT CAN BE COLLECTED FROM A PATIENT DEEMED ELIGIBLE, THE PATIENT MUST INFORM NWI IN SUBSEQUENT INPATIENT ADMISSIONS OR OUTPATIENT ENCOUNTERS THAT THE PATIENT HAS PREVIOUSLY BEEN DETERMINED TO BE ENTITLED TO THE MEDICAL INDIGENCY DISCOUNT. SOME PATIENTS ARE NOT RESPONSIVE IN PROVIDING INFORMATION TO APPLY FOR CHARITY CARE, AT WHICH POINT NWI MAY LEARN OF THEIR QUALIFICATIONS AFTER THE BILL IS SENT TO COLLECTIONS. IF A PATIENT/GUARANTOR HAS BEEN APPROVED BY NWI FOR CHARITY CARE AND THE ACCOUNT HAS ALREADY BEEN SENT TO AN OUTSIDE COLLECTION AGENCY, NWI WILL NOTIFY THE AGENCY OF THE APPROVAL. IF THE APPROVAL WAS FOR 100% DISCOUNT, THE AGENCY WILL BE ADVISED TO CLOSE THE ACCOUNT AS CHARITY CARE AND NWI STAFF WILL PROCESS AN AGENCY CODE CHANGE IN THE NWI SYSTEM. IF THE CHARITY CARE ADJUSTMENT IS NOT 100%, THE AGENCY IS NOTIFIED OF THE APPROVED DISCOUNT AND ADVISED TO ADJUST THE BALANCE SHOWN AS DUE BY THE APPROVED DISCOUNT AMOUNT. NWI STAFF WILL CONCURRENTLY AMEND THE BALANCES DUE IN THE BAD DEBT SYSTEM BY THE APPROVED DISCOUNT AMOUNT. Schedule H, Part V, Section B, Line 16a FAP website - UCHICAGO MEDICINE NORTHWEST INDIANA: Line 16a URL: https://tinyurl.com/NWI-FAP; Schedule H, Part V, Section B, Line 16b FAP Application website - UCHICAGO MEDICINE NORTHWEST INDIANA: Line 16b URL: https://tinyurl.com/NWI-APP; Schedule H, Part V, Section B, Line 16c FAP plain language summary website - UCHICAGO MEDICINE NORTHWEST INDIANA: Line 16c URL: https://tinyurl.com/NWI-PLAIN; Schedule H, Part VI, Line 2 Needs assessment NWI IS A NEW HOSPITAL FACILITY THAT BEGAN OPERATING ON 4/29/24 AND DOES NOT HAVE TO COMPLETE ITS CHNA UNTIL 6/30/26 PURSUANT TO THE FEDERAL REGULATION SECTION 1.501(R)-3(D)(3). IN PREPARATION OF NWI'S INITIAL CHNA, THE HOSPITAL DEFINED ITS COMMUNITY BENEFIT PRIMARY SERVICE AREA (PSA) FOR THE 6/30/2026 CHNA. THE PSA WAS DETERMINED BY REVIEWING DATA OF PATIENT VISITS TO ALL UCHICAGO MEDICINE LOCATIONS BY CITIES AND TOWNS, THE PROXIMITY OF MOST PATIENT VISITS TO THE NEW HOSPITAL, REVIEWING DATA OF CITIES AND TOWNS HISTORICALLY UNDER-RESOURCED, AND THE COMMUNITY BENEFIT SERVICE AREA COVERAGE OF NEIGHBORING HOSPITALS. THE HOSPITAL ALSO IDENTIFIED THE VENDOR PARTNER WITH WHOM IT WILL WORK TO DEVELOP THE HOSPITAL'S FIRST CHNA. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance NWI is a new hospital facility that began operating on 4/29/24 and does not have to complete its CHNA until 6/30/26 pursuant to the federal regulation section 1.501(r)-3(d)(3). Schedule H, Part VI, Line 4 Community information NWI is a new hospital facility that began operating on 4/29/24 and does not have to complete its CHNA until 6/30/26 pursuant to the federal regulation section 1.501(r)-3(d)(3). Schedule H, Part VI, Line 5 Promotion of community health NWI IS A NEW HOSPITAL FACILITY THAT BEGAN OPERATING ON 4/29/24 AND DOES NOT HAVE TO COMPLETE ITS CHNA UNTIL 6/30/26 PURSUANT TO THE FEDERAL REGULATION SECTION 1.501(R)-3(D)(3). THE HOSPITAL STAFF HAS ENGAGED WITH THE COMMUNITY IN THE DEVELOPMENT OF ITS FIRST CHNA. THESE RELATIONSHIPS WITH COMMUNITY PARTNERS WILL CONTRIBUTE TO THE CHNA PROCESS AND HELP IDENTIFY OPPORTUNITIES TO PROMOTE COMMUNITY HEALTH PROGRAMMING ONCE THE CHNA AND THE COMMUNITY HEALTH IMPROVEMENT PLAN IS COMPLETED IN 2026. Schedule H, Part VI, Line 6 Affiliated health care system The University of Chicago Medical Center and its affiliates (the System) are an integrated nonprofit healthcare organization, collaborating with the University of Chicago Biological Sciences Division, the University of Chicago Pritzker School of Medicine, and the University of Chicago Physicians Group to provide world-class medical care in an academic setting. Included within the System are one academic medical center, University of Chicago Medical Center, two community hospitals, Ingalls Memorial Hospital and UChicago Medicine Northwest Indiana, Inc., an affiliation agreement with AdventHealth Great Lakes Region, and a community medical group and other subsidiaries that cooperate in providing health care services to their respective primary service areas in the City of Chicago, South Suburban Cook County, Southwest and Western suburbs of Chicago, and Northwest Indiana. Schedule H, Part VI, Line 7 State filing of community benefit report IN X X X X false true false false false false false true false KRISTA CURELL BOARD CHAIR & PRESIDENT 0 1066230 0 468633 0 159637 0 209362 0 28090 0 1931952 0 140114 LAUREN HULL BOARD MEMBER & COO 0 260806 0 85544 0 8487 0 43453 0 12080 0 410370 0 0 PHILLIP KAUFMAN BOARD MEMBER & CFO/TREASURER - NWI 0 415620 0 163642 0 9316 0 69935 0 26283 0 684796 0 0 NISHANT AGRAWAL MD BOARD MEMBER 0 559974 0 185253 0 0 0 27600 0 42823 0 815650 0 0 JOHN CUNNINGHAM MD BOARD MEMBER 0 573425 0 44000 0 0 0 27600 0 33463 0 678488 0 0 JUDY DAVIDSON BOARD MEMBER (EFF. 11/1/24) 167475 0 15673 0 1338 0 12561 0 0 0 197047 0 0 0 SARAH KUNDRAT BOARD MEMBER 0 230089 0 30187 0 1322 0 17378 0 1620 0 280596 0 0 BLASE POLITE MD BOARD MEMBER EX OFFICIO/PRESIDENT OF THE MEDICAL STAFF 0 473954 0 6989 0 0 0 27600 0 27643 0 536186 0 0 AMY ROSS BOARD MEMBER 0 825986 0 340221 0 10327 0 162941 0 26881 0 1366356 0 0 EVERETT VOKES MD BOARD MEMBER 0 886069 0 190345 0 0 0 27600 0 28905 0 1132919 0 0 JENNIFER HILL SECRETARY 0 258747 0 35584 0 2488 0 20639 0 44228 0 361686 0 0 IVAN SAMSTEIN CHIEF FINANCIAL OFFICER (THRU 12/31/24) 0 947364 0 833378 0 15130 0 214114 0 38492 0 2048478 0 0 TANAYA BARNES PHARMACY MANAGER 151334 0 0 0 104 0 11844 0 22583 0 185865 0 0 0 LAURA HELGE-SMITH RN MANAGER-ONCOLOGY 100173 0 33785 0 163 0 0 0 25170 0 159291 0 0 0 ALBERTO JIMENEZ IMAGING MANAGER 133912 0 0 0 1397 2823 10541 212 23354 621 169204 3656 0 0 MICHELLE KRSTESKI PHARMACIST 149843 0 0 0 104 0 11844 0 21001 0 182792 0 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan CERTAIN INDIVIDUALS LISTED IN SCHEDULE J, PART II PARTICIPATE IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN TO WHICH UCMC MAKES ANNUAL CONTRIBUTIONS. THESE CONTRIBUTIONS ARE AT RISK AND DO NOT BECOME VESTED AND PAYABLE UNLESS AND UNTIL THE INDIVIDUAL SATISFIES A SUBSTANTIAL FUTURE SERVICE REQUIREMENT. THE FOLLOWING INDIVIDUALS HAD CONTRIBUTIONS MADE TO THE PLAN IN JANUARY 2025 FOR CALENDAR YEAR 2024: KRISTA CURELL LAUREN HULL PHILLIP KAUFMAN AMY ROSS IVAN SAMSTEIN THE FOLLOWING INDIVIDUALS BECAME VESTED IN, AND WERE TAXED ON, AMOUNTS PREVIOUSLY CREDITED UNDER THE PLAN TO THE INDIVIDUAL FOR SERVICES PROVIDED TO THE ORGANIZATION IN PRIOR YEARS (INCLUDED IN 2024 W-2S): KRISTA CURELL - $140,114 Schedule J, Part I, Line 7 Non-fixed payments Two persons listed in Part VII, Section A, received non-fixed non-recurring payments during calendar year 2024. These non-fixed payments are related to performance bonuses. Schedule J, Part I, Line 1a DISCRETIONARY SPENDING ACCOUNT DISCRETIONARY SPENDING ACCOUNTS ARE AVAILABLE TO UCMC-EMPLOYED EXECUTIVES ONLY, SERVING UCHICAGO MEDICINE NORTHWEST INDIANA THOSE WHO MADE USE OF THE DISCRETIONARY SPENDING ACCOUNT RECEIVED BETWEEN $0 AND $10,000 DURING THE YEAR. THESE BENEFITS ARE ALL CONSIDERED TAXABLE COMPENSATION INCLUDED ON SCHEDULE J, PART II, COLUMN B(III). Schedule J, Part I, Line 3 COMPENSATION OF THE PRESIDENT OF UChicago Medicine Northwest Indiana IS REVIEWED AND RECOMMENDED FOR APPROVAL BY THE COMPENSATION COMMITTEE OF UCMC. THE COMMITTEE'S DETERMINATION PROCESS UTILIZES A COMBINATION OF AN INDEPENDENT COMPENSATION CONSULTANT AND COMPENSATION STUDIES/SURVEY, WHICH IS THEN REVIEWED AND APPROVED BY THE UCMC COMPENSATION COMMITTEE. THE UCMC COMPENSATION COMMITTEE CONDUCTS ITS REVIEW AND APPROVAL PROCESS IN A MANNER DESIGNED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER FEDERAL TAX LAW. THIS IS A RIGOROUS REVIEW AND APPROVAL PROCESS DESIGNED FOR TAX-EXEMPT ORGANIZATIONS BY THE INTERNAL REVENUE SERVICE AND IS DESIGNED TO RESULT IN COMPETITIVE AND REASONABLE COMPENSATION. Schedule J, Part II TAXABLE INCOME REPORTED IN COLUMN (B) MAY INCLUDE PAYMENTS FROM THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). IN MOST CASES, THESE PAYMENTS WERE EARNED OVER MANY YEARS OF EMPLOYMENT AND THE AMOUNTS HAD PREVIOUSLY BEEN SUBJECT TO VESTING RULES. SERP PAYMENT AMOUNTS EARNED IN PRIOR YEARS WERE PREVIOUSLY REPORTED ON THE FORM 990 AS DEFERRED COMPENSATION AND ARE REPORTED IN THIS 2024 FORM 990 ON SCHEDULE J, PART II, COLUMN (F). AN INDEPENDENT COMPENSATION COMMITTEE OF THE BOARD ANNUALLY REVIEWS THESE BENEFITS IN COMPARISON TO MARKET DATA AND HAS CONCLUDED THAT THESE BENEFITS AND ALL OTHER FORMS OF COMPENSATION PROVIDED TO THESE INDIVIDUALS ARE REASONABLE. THE INDEPENDENT COMPENSATION COMMITTEE OF THE BOARD CONDUCTS ITS REVIEW AND APPROVAL OF ALL EXECUTIVE COMPENSATION, INCLUDING THESE SERP AMOUNTS, IN A MANNER THAT QUALIFIES FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER FEDERAL TAX LAW. THIS IS A RIGOROUS REVIEW PROCESS DESIGNED FOR TAX-EXEMPT ORGANIZATIONS BY THE INTERNAL REVENUE SERVICE, AND IT MEANS THAT THE BOARD COMPENSATION COMMITTEE DOES NOT HAVE ANY CONFLICTS OF INTEREST, AND RELIES ON MARKET DATA COMPILED BY AN INDEPENDENT COMPENSATION CONSULTANT TO SUPPORT ALL EXECUTIVE PAY AS MARKET COMPETITIVE AND REASONABLE. FOR THE INDIVIDUALS LISTED ON SCHEDULE J, PART II THAT ARE IDENTIFIED AS FORMER OFFICERS OR KEY EMPLOYEES, THE COMPENSATION LISTED IS EITHER THE FAIR MARKET VALUE COMPENSATION PAID TO THEM FOR SERVICES THEY PERFORMED AS ACTIVE EMPLOYEES OF IMH OR A RELATED ORGANIZATION (AND WAS NOT PAID TO THEM DUE TO THEIR FORMERLY HAVING BEEN LISTED AS OFFICERS OR KEY EMPLOYEES), OR COMPENSATION AS A COMBINATION OF SERVICES AND SEVERANCE. Form 990, Part III, Line 4a PROGRAM SERVICE DESCRIPTION The facility offers advanced specialty care, including pediatric care from UChicago Medicine Comer Children's Hospital experts, in the following areas: For all ages: cancer, digestive diseases, heart and vascular care, and neurosciences For adults: obstetrics and gynecology (OB/GYN), pain management and transplant For children: allergy and immunology, endocrinology, general surgery, infectious diseases, orthopaedic surgery, otolaryngology (ENT), plastic surgery, pulmonary medicine and rheumatology The Crown Point facility meets a core need: Based on an assessment of the market prior to opening, UChicago Medicine found that about 15% of patients in Northwest Indiana travel outside the region for medical care, with roughly 1 in 5 of that group visiting the health system's facilities in and around Chicago. Form 990, Part III, Line 4b PROGRAM SERVICE DESCRIPTION If a patient needs to be admitted directly from the ED for additional care, UCHICAGO MEDICINE NORTHWEST INDIANA features an eight-bed, fully-equipped inpatient unit with a highly experienced physician staff and medicine subspecialty consultants. Form 990, Part III, Line 4d Description of other program services (Expenses $ 6,460,394 including grants of $)(Revenue $ 18,918,611) OTHER PROGRAM SERVICES RELATED TO THE PROVISION OF HEALTHCARE INCLUDE RADIOLOGY, LABORATORY SERVICES, PEDIATRICS, OBSTETRICS AND GYNECOLOGY, PHARMACY SERVICES, HEART AND VASCULAR AND NEUROPHYSIOLOGY. Form 990, Part VI, Line 4 Significant changes to organizational documents DURING FISCAL YEAR 2025, THE ORGANIZATION AMENDED ITS ARTICLES OF INCORPORATION TO CHANGE ITS SOLE CORPORATE MEMBER FROM UNIVERSITY OF CHICAGO MEDICAL CENTER TO UCHICAGO MEDICINE NETWORK, INC., A 501(c)(3) NON-PROFIT CORPORATION. Form 990, Part VI, Line 6 Classes of members or stockholders Pursuant to the organization's governing documents, the sole member of the organization is UChicago Medicine Network, Inc. ("UCMN"), a related tax-exempt organization. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body Directors, excluding the Ex Officio Directors, are elected annually by University of Chicago Medical Center. The President of the corporation and the President of the Medical Staff shall be the Ex Officio members of the board and are elected by the University of Chicago Medical Center. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE POLICY-MAKING POWERS OF THE CORPORATION SHALL BE VESTED IN THE BOARD OF DIRECTORS, WHICH SHALL HAVE CHARGE, CONTROL, AND MANAGEMENT OF THE POLICIES, PROPERTY, AFFAIRS, AND FUNDS OF THE CORPORATION AND SHALL DETERMINE COMPLIANCE WITH THE CORPORATION'S STATED PURPOSES; SHALL APPOINT THE OFFICERS OF THE CORPORATION, WITH THE EXCEPTION OF THE PRESIDENT, AND FILL VACANCIES OCCURRING IN SUCH OFFICES; SHALL DETERMINE THE COMPENSATION OF THE OFFICERS FOR SERVICES ACTUALLY PERFORMED FOR THE CORPORATION AND SHALL HAVE THE POWER AND AUTHORITY TO DO AND PERFORM ALL ACTS OR FUNCTIONS NOT INCONSISTENT WITH THE RESERVED POWERS OF THE MEMBER, APPLICABLE LAW, THESE BYLAWS OR THE CORPORATION'S ARTICLES OF INCORPORATION. THE BOARD SHALL CONSIST OF NO MORE THAN 13 DIRECTORS. THE BOARD SHALL BE APPOINTED BY THE MEMBER AND CONSIST OF INDIVIDUALS WHO MEET SUCH CRITERIA FOR APPOINTMENT TO THE BOARD AS MAY BE ESTABLISHED FROM TIME TO TIME BY THE MEMBER. A DIRECTOR MAY BE REMOVED AT ANY TIME, WITH OR WITHOUT CAUSE, BY THE MEMBER ACTIING IN THE BEST INTERESTS OF THE CORPORATION AS DETERMINED BY THE MEMBER AT ITS SOLE DISCRETION. THE SOLE MEMBER OF THE CORPORATION SHALL BE THE UNIVERSITY OF CHICAGO MEDICAL CENTER, AN ILLINOIS NOT-FOR-PROFIT CORPORATION. MEMBERSHIP IN THE CORPORATION IS NOT TRANSFERABLE OR ASSIGNABLE. THE GENERAL POWERS OF THE CORPORATION SHALL BE VESTED IN THE MEMBER (EXCEPT FOR SUCH POWERS AS ARE DELEGATED IN THESE BYLAWS OR BY THE MEMBER TO THE BOARD OF DIRECTORS OF THE CORPORATION (THE "BOARD")), WHICH SHALL HAVE COMPLETE CHARGE, CONTROL AND MANAGEMENT OF THE PROPERTY, AFFAIRS, FUNDS AND OPERATIONS OF THE CORPORATION. Form 990, Part VI, Line 11b Review of form 990 by governing body The Form 990 is prepared internally by the UCMC tax department using information provided by management and reviewed in detail by an independent accounting firm. At its regularly scheduled meeting, the compensation committee of the UCMC Board of Trustees is provided a draft copy of portions of the Form 990. The final complete version of the Form 990 is then distributed to all voting members of the Board of Trustees prior to its filing. Form 990, Part VI, Line 12c Conflict of interest policy UCHICAGO MEDICINE NORTHWEST INDIANA HAS A ROBUST CONFLICTS OF INTEREST POLICY FOR EMPLOYEES, OFFICERS, AND TRUSTEES. THE POLICY CONTAINS CERTAIN PROHIBITIONS AS WELL AS DISCLOSURE REQUIREMENTS, AND ENCOURAGES QUESTIONS DIRECTED TO THE COMPLIANCE OFFICE AND LEGAL AFFAIRS. DURING THIS TAX YEAR, UCHICAGO MEDICINE NORTHWEST INDIANA ESTABLISHED ITS PRACTICE OF SURVEYING DIRECTORS, OFFICERS, MANAGERIAL EMPLOYEES, AND INFLUENTIAL MEDICAL STAFF MEMBERS, SEEKING DISCLOSURES OF VARIOUS RELATIONSHIPS, INCLUDING RELATIONSHIPS DISCLOSED IN THIS FORM 990. IN ADDITION, MANAGERS AT MONTHLY MEETINGS ASK FOR ORAL DISCLOSURES OF POTENTIAL CONFLICTS. THE COMPLIANCE OFFICER AND THE OFFICE OF LEGAL AFFAIRS PROVIDE EDUCATIONAL SESSIONS. THE UNIVERSITY OF CHICAGO MANAGES RESEARCHER CONFLICTS. THE CONFLICT-OF INTEREST POLICY SPECIFICALLY REQUIRES DISCLOSURE, AND ABSTENTION OR RECUSAL AS NECESSARY, WHENEVER A TRUSTEE OR RELATED PARTY HAS A POTENTIAL CONFLICT OF INTEREST. Form 990, Part VI, Line 15a Process to establish compensation of top management official UNIVERSITY OF CHICAGO MEDICAL CENTER (UCMC) IS RESPONSIBLE FOR DETERMINING AND ADMINISTERING COMPENSATION FOR ALL OFFICERS OF EACH RESPECTIVE ENTITY WITHIN THE UNIVERSITY OF CHICAGO MEDICAL CENTER, CORPORATE STRUCTURE. BELOW IS THE PROCESS USED TO ESTABLISH COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL AND SENIOR EXECUTIVES. THE UCMC COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES (THE COMMITTEE) IS RESPONSIBLE FOR THE OVERSIGHT OF UCM CARE NETWORK MEDICAL GROUP'S EXECUTIVE COMPENSATION DECISION-MAKING PROCESS. ITS REVIEW PROCESS IS DESIGNED TO SATISFY THE PROCEDURAL CRITERIA NECESSARY TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS (UNDER INTERMEDIATE SANCTIONS REGULATIONS) WITH RESPECT TO THE TOTAL COMPENSATION AND BENEFITS PROVIDED. THE COMMITTEE IS COMPRISED OF INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES WHO ARE "DISINTERESTED" WITHIN THE MEANING OF INTERMEDIATE SANCTIONS REGULATIONS. IT REVIEWS AND APPROVES COMPENSATION AND EMPLOYEE BENEFITS PROVIDED TO UCM CARE NETWORK MEDICAL GROUP INC.'S PRESIDENT AND KEY EXECUTIVES BY FOLLOWING ITS WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY STATEMENT AND WRITTEN COMPENSATION REVIEW PROCESS, WHICH INCLUDES SEEKING COUNSEL FROM OUTSIDE PROFESSIONAL ADVISORS AND RELYING IN ADVANCE ON APPROPRIATE COMPARABILITY DATA (FOR FUNCTIONALLY SIMILAR POSITIONS AT SIMILARLY SITUATED HEALTHCARE ORGANIZATIONS) PROVIDED BY AN INDEPENDENT THIRD PARTY CONSULTANT. THE COMMITTEE REVIEWS AND APPROVES ALL NEW COMPENSATION RANGES, AS WELL AS CURRENT PACKAGES FOR NEWLY HIRED EXECUTIVES, AS NEEDED, BUT AT LEAST ANNUALLY. IT PREPARES A TIMELY AND THOROUGH WRITTEN RECORD OF ITS DELIBERATIONS AND CONCLUSIONS. Form 990, Part VI, Line 15b Process to establish compensation of other employees AN INDEPENDENT COMPENSATION CONSULTANT REVIEWS THE REASONABLENESS OF PROPOSED TOTAL DIRECT COMPENSATION FOR EACH BY PERFORMING A MARKET COMPARISON FOR EACH EXECUTIVE. THE MARKET COMPARISON INVOLVES COLLECTING SURVEY DATA FOR FUNCTIONALLY SIMILAR POSITIONS AT SIMILAR HEALTH CARE ORGANIZATIONS. PERFORMANCE GOALS ARE NORMALLY ESTABLISHED BASED ON THE BUDGET/BUSINESS PLAN APPROVED BY THE BOARD FOR THE FISCAL YEAR. THE OUTSIDE CONSULTANT OPINES WHETHER OR NOT PERFORMANCE GOALS HAVE BEEN REACHED BEFORE A FISCAL YEAR END PAYMENTS ARE PRESENTED TO THE COMPENSATION COMMITTEE FOR REVIEW AND APPROVAL. Form 990, Part VI, Line 19 Required documents available to the public UChicago Medicine Northwest Indiana BYLAWS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, AUDITED FINANCIALS ARE AVAILABLE TO THE PUBLIC THROUGH THE ELECTRONIC MUNICIPAL MARKET ACCESS WEBSITE, AND THE FOLLOWING DOCUMENT WAS, AS OF THE TIME OF COMPLETION OF THIS QUESTION, ON UCMC'S WEBSITE: -UNIVERSITY OF CHICAGO MEDICINE UNAUDITED FINANCIAL INFORMATION -2025 AUDITED FINANCIAL STATEMENTS -2024 AUDITED FINANCIAL STATEMENTS -2023 AUDITED FINANCIAL STATEMENTS -2022 AUDITED FINANCIAL STATEMENTS -2021 AUDITED FINANCIAL STATEMENTS -2020 AUDITED FINANCIAL STATEMENTS -2019 AUDITED FINANCIAL STATEMENTS -2018 AUDITED FINANCIAL STATEMENTS -2017 AUDITED FINANCIAL STATEMENTS -2016 AUDITED FINANCIAL STATEMENTS -2015 AUDITED FINANCIAL STATEMENTS -2014 AUDITED FINANCIAL STATEMENTS -2013 AUDITED FINANCIAL STATEMENTS -2012 AUDITED FINANCIAL STATEMENTS Form 990, Part IX, Line 11g Other Fees Program Support Services - Total Expense: 1435391, Program Service Expense: 1435391, Management and General Expenses: , Fundraising Expenses: ; Physician Services - Total Expense: 6774166, Program Service Expense: 6774166, Management and General Expenses: , Fundraising Expenses: ; Outside Lab Tests - Total Expense: 12861, Program Service Expense: 12861, Management and General Expenses: , Fundraising Expenses: ; Medical Agreements - Total Expense: 1150091, Program Service Expense: 1150091, Management and General Expenses: , Fundraising Expenses: ; Billing Fees - Total Expense: 124443, Program Service Expense: 124443, Management and General Expenses: , Fundraising Expenses: ; Laundry Services - Total Expense: 89129, Program Service Expense: 38902, Management and General Expenses: 50227, Fundraising Expenses: ; Contract labor - Total Expense: 4878360, Program Service Expense: 4808186, Management and General Expenses: 70174, Fundraising Expenses: ; PSA Expense - Total Expense: 427597, Program Service Expense: 427597, Management and General Expenses: , Fundraising Expenses: ; Reclass Schedule C - Total Expense: -136027, Program Service Expense: -136027, Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; ADVENTIST BOLINGBROOK HOSPITAL 500 REMINGTON BLVD BOLINGBROOK IL 60440 651219504 HOSPITAL IL 501(c)(3) 3 ADVENT MIDWEST HEALTH false ADVENTIST GLENOAKS HOSPITAL 701 WINTHROP AVE GLENDALE HEIGHTS IL 60139 363208390 HOSPITAL IL 501(c)(3) 3 ADVENT MIDWEST HEALTH false ADVENTIST HEALTH PARTNERS INC 5101 S WILLOW SPRINGS RD B1013 LA GRANGE IL 60525 364138353 PHYSICIAN PRACTICES IL 501(c)(3) 3 AHS MIDWEST MGMT false ADVENTIST MIDWEST HEALTH 120 N OAK STREET HINSDALE IL 60521 362276984 2 HOSPITALS IL 501(c)(3) 3 NA false AHP SPECIALTY CARE NFP 5101 S WILLOW SPRINGS RD B1013 LA GRANGE IL 60525 811105774 PHYSICIAN PRACTICES IL 501(c)(3) 3 AHS MIDWEST MGMT false AHS MIDWEST MANAGEMENT INC 500 REMINGTON BLVD BOLINGBROOK IL 60440 363354567 PHYSICIAN PRACTICE MANAGEMENT IL 501(c)(3) Type I ADVENT MIDWEST HEALTH false ARCH DEVELOPMENT CORPORATION 5555 S WOODLAWN AVENUE CHICAGO IL 60637 363485244 TECH TRANSFER IL 501(c)(3) Type I UCHICAGO false CHAPIN HALL CENTER FOR CHILDREN 1313 E 60TH STREET CHICAGO IL 60637 362167012 POLICY RESEARCH CENTER IL 501(c)(3) 7 NA false CHICAGO HOME FOR THE INCURABLES 5801 S ELLIS AVENUE CHICAGO IL 60637 362169138 SUPP RESEARCH IL 501(c)(3) Type I UCHICAGO false CHICAGO TUMOR INSTITUTE 5801 S ELLIS AVENUE CHICAGO IL 60637 237136019 SUPP RESEARCH IL 501(c)(3) Type I UCHICAGO false COURT THEATRE FUND 5535 S ELLIS AVENUE CHICAGO IL 60637 363203660 SUPP THE ARTS IL 501(c)(3) Type I UCHICAGO false FERMI FORWARD DISCOVERY GROUP LLC 5801 S ELLIS AVENUE CHICAGO IL 60637 933319101 MANAGEMENT IL 501(c)(3) 7 UCHICAGO false FERMI RESEARCH ALLIANCE LLC PO BOX 500 BATAVIA IL 60510 571239010 MANAGE LAB IL 501(c)(3) 7 NA false HYMEN MILGROM SUPPORTING ORGANIZATION 33 N LASALLE ST SUITE 2131 CHICAGO IL 60602 466789522 SUPP EDUCATION RESEARCH VA 501(c)(3) Type III-O NA false INGALLS MEMORIAL HOSPITAL ONE INGALLS DRIVE HARVEY IL 60426 362170866 HOSPITAL IL 501(c)(3) 3 UCMN false LAKE PARK ASSOCIATES 5801 S ELLIS AVENUE CHICAGO IL 60637 366111317 PROPERTY HOLDING IL 501(c)(2) UCHICAGO false NATIONAL OPINION RESEARCH CENTER 55 E MONROE AVENUE CHICAGO IL 60603 362167808 SO SCI SURVEYS IL 501(c)(3) 7 NA false QUADRANGLE CLUB 5801 S ELLIS AVENUE CHICAGO IL 60637 361655190 SOCIAL CLUB IL 501(c)(7) UCHICAGO false SOUTHEAST CHICAGO COMMISSION 1511 EAST 53RD ST CHICAGO IL 60615 362226282 ECONOMIC DEV IL 501(c)(3) 7 UCHICAGO false THE JOHN CRERAR FOUNDATION 5730 S ELLIS AVENUE CHICAGO IL 60637 363155157 SUPPORT THE LIBRARY IL 501(c)(3) Type III-O NA false THE MARINE BIOLOGICAL LABORATORY 7 MBL STREET WOODS HOLE MA 02543 042104690 RESEARCH AND EDUCATION MA 501(c)(3) 7 UCHICAGO false UCHICAGO MEDICINE NETWORK INC ONE INGALLS DRIVE HARVEY IL 60426 363181170 PROMOTE HEALTHY COMMUNITIES & HEALTHCARE SERVICES IL 501(c)(3) Type I UCMC false UCHICAGO RESEARCH INTERNATIONAL LTD 5801 S ELLIS AVENUE CHICAGO IL 60637 262741573 RESEARCH IL 501(c)(3) Type I UCHICAGO false UCM HOME CARE ONE INGALLS DRIVE HARVEY IL 60426 363367939 HEALTHCARE IL 501(c)(3) 10 UCMN false UCM MEDICAL GROUP INC 5841 S Maryland Ave CHICAGO IL 60637 474221241 HEALTHCARE IL 501(c)(3) 10 UCMN false UCM MEDICAL GROUP SUB LLC (FKA PRIMARY HEALTHCARE ASSOCIATES SC) 71 W 156TH STREET HARVEY IL 60426 364132865 HEALTHCARE IL 501(c)(3) 10 UCM Med Grp false UCM NETWORK DEVELOPMENT FOUNDATION ONE INGALLS DRIVE HARVEY IL 60426 363189150 SUPPORT IL 501(c)(3) 7 UCMN false UCM NFP COMMUNITY VENTURES ONE INGALLS DRIVE HARVEY IL 60426 363239703 AMBULATORY IL 501(c)(3) Type I UCMN false UCMC TITLE HOLDING CORPORATION 5841 S MARYLAND AVE MC 1086 CHICAGO IL 60637 812126789 TITLE HOLDING IL 501(c)(3) Type I UCMC false UCMC TITLE HOLDING CORPORATION II NFP 5841 S MARYLAND AVE MC 1086 CHICAGO IL 60637 821736040 TITLE HOLDING IL 501(c)(3) Type I UCMC false UNIV OF CHGO BOOTH SCHL OF BUSINESS One Bartholomew Close Barts Square LONDON UK EC1A7BL EDUCATION UK UCHICAGO false UNIV OF CHGO BOOTH SCHL OF BUSINESS 101 PENANG RD SINGAPORE SN 238466 EDUCATION SN UCHICAGO false UNIV OF CHGO FOUNDATION IN HONG KONG LTD RM 100 FAR EAST CTR C/O WM FAN CO HONG KONG HK FUNDRAISING HK UCHICAGO false UNIVERSITY OF CHICAGO 5801 S ELLIS AVENUE CHICAGO IL 60637 362177139 EDUCATION & RESEARCH IL 501(c)(3) 2 NA false UNIVERSITY OF CHICAGO CANCER RESEARCH FOUNDATION 5801 S ELLIS AVENUE CHICAGO IL 60637 366056201 SUPP RESEARCH IL 501(c)(3) Type I UCHICAGO false UNIVERSITY OF CHICAGO CENTER IN PARIS 6 RUE THOMAS MANN PARIS FR 75013 EDUCATION FR UCHICAGO false UNIVERSITY OF CHICAGO CHARTER SCHOOL CORPORATION 5801 S ELLIS AVENUE CHICAGO IL 60637 364225812 EDUCATION IL 501(c)(3) 2 UCHICAGO false UNIVERSITY OF CHICAGO CLOISTERS CLUB 1212 E 59TH STREET CHICAGO IL 60637 SOCIAL CLUB IL UCHICAGO false UNIVERSITY OF CHICAGO MEDICAL CENTER 5841 S MARYLAND AVENUE CHICAGO IL 60637 363488183 HOSPITAL IL 501(c)(3) 3 UCHICAGO false UNIVERSITY OF CHICAGO PROPERTY HOLDING CORPORATION 5801 S ELLIS AVENUE CHICAGO IL 60637 366108743 PROPERTY HOLDING IL 501(c)(2) UCHICAGO false UNIVERSITY OF CHICAGO RETIREE MEDICAL TRUST 5801 S ELLIS AVENUE CHICAGO IL 60637 363999692 MEDICAL TRUST IL 501(c)(3) Type I UCHICAGO false UNIVERSITY OF CHICAGO SELF INSURANCE TRUST 5801 S ELLIS AVENUE CHICAGO IL 60637 363020034 MALPRACTICE TRUST IL 501(c)(3) Type I UCHICAGO false UNIVERSITY OF CHICAGO TRUST (INDIA) L-9 east wing raheja towers mg r BANGALORE karnataka IN 560001 FUNDRAISING IN UCHICAGO false ADVENTIST MIDWESTUSP SURGERY CENTERS LLC 14201 DALLAS PARKWAY DALLAS TX 75254 203256430 SURGERY CENTER IL NA N/A false false CAIRNGORM CAPITAL PARTNERS III ANNEX LP ELIZABETH HOUSE 1ST AND 2ND FLOORS ST PETER PORT GK GY11EW INVESTMENT GK NA N/A false false CAIRNGORM CAPITAL PARTNERS III CO-INVEST B LP ELIZABETH HOUSE 1ST AND 2ND FLOORS ST PETER PORT GK GY11EW INVESTMENT GK NA N/A false false CAIRNGORM CAPITAL PARTNERS III CO-INVEST C LP ELIZABETH HOUSE 1ST AND 2ND FLOORS ST PETER PORT GK GY11EW INVESTMENT GK NA N/A false false CAIRNGORM CAPITAL PARTNERS III CO-INVEST D LP ELIZABETH HOUSE 1ST AND 2ND FLOORS ST PETER PORT GK GY11EW INVESTMENT GK NA N/A false false CHALFEN VENTURES CO-INVEST II LP IFC 6 THE ESPLANADE ST HELIER JE JE40QH INVESTMENT JE NA N/A false false HARPER COURT VENTURES FUND I LP 555 BRYANT STREET 380 PALO ALTO CA 94301 993916542 INVESTMENT CA NA N/A false false INGALLS SAME DAY SURGERY 6701 W 159TH ST TINLEY PARK IL 60477 363368549 SURGERY CENTER IL NA N/A false false IRON POINT REAL ESTATE PARTNERS - TE(C) LP 201 MAIN STREET SUITE 2300 FORT WORTH TX 76102 260526955 INVESTMENT TX NA N/A false false JAPAN ABSOLUTE VALUE FUND LP 201 WASHINGTON ST BOSTON MA 02108 854345851 INVESTMENT MA NA N/A false false LONG PATH PARTNERS FUND LP 1 LANDMARK SQUARE UNIT 1920 STAMFORD CT 06901 831603096 INVESTMENT CT NA N/A false false LORIENT ROBIN INVESTMENT LP 550 W MERRILL ST SUITE 210 BIRMINGHAM MI 48009 993241797 INVESTMENT MI NA N/A false false NEEDLE 2023-1 LLC 548 MARKET ST SAN FRANCISCO CA 94104 931514126 INVESTMENT CA NA N/A false false NYDIG DIGITAL ASSETS FUND V LP 1 VANDERBILT AVE NEW YORK NY 10017 362177139 INVESTMENT NY NA N/A false false SILKROAD ASIA VALUE PTNERS II CO VISTRA (CAYMAN) LIMITED PO BOX 31119 GRAND PAVILION CJ INVESTMENT CJ NA N/A false false SUNTX CAPITAL PARTNERS LP 5420 LBJ FREEWAY SUITE 1000 DALLAS TX 75240 752934043 INVESTMENT TX NA N/A false false SYSTEMATIC HOLDING C AB RIDDARGATAN 7A STOCKHOLM SW 11435 981773644 INVESTMENT SW NA N/A false false ABRAMS BISON OFFSHORE FUND LTD PO BOX 10293 27 HOSPITAL ROAD GEORGE TOWN GRAND CAYMAN CJ KY11003 INVESTMENT CJ UChicago C Corporation false CAPSTONE CPP 2012 1 FUND 190 ELGIN AVENUE GEORGE TOWN GRAND CAYMAN CJ KY19008 INVESTMENT CJ UChicago C Corporation false CHARITABLE LEAD TRUST (0) 5801 S ELLIS AVENUE CHICAGO IL 60637 CHAR LEAD TRUST IL UChicago Trust false CHARITABLE REMAINDER TRUSTS (69) 5801 S ELLIS AVENUE CHICAGO IL 60637 CHAR RMDR TRUST IL UChicago Trust false EMPLOYED PHYSICIANS SP A SEGREGATED PORTFOLIO OF TRULEN INSURANCE SPC LIMIT ED 171 ELGIN AVENUE WILLOW HOUSE CRI PO BOX 10233 GRAND CAYMAN CJ KY11002 981571310 LIAB INSURANCE CJ UCMN C Corporation false HPL-GL SP A SEGREGATED PORTFOLIO OF TRULEN INSURANCE SPC LIMITED 171 ELGIN AVENUE WILLOW HOUSE CRI PO BOX 10233 GRAND CAYMAN CJ KY11002 981571446 LIAB INSURANCE CJ UCMN C Corporation false INGALLS CASUALTY INSURANCE LTD ONE INGALLS DRIVE HARVEY CJ 980485714 LIAB INSURANCE CJ UCMN C Corporation false INGALLS HEALTH COUNCIL ONE INGALLS DRIVE HARVEY IL 60426 273226539 PURCHASING GROUP IL UCMN C Corporation false INGALLS PROVIDER GROUP ONE INGALLS DRIVE HARVEY IL 60426 363485578 INSURANCE SERVICE IL IMH C Corporation false KOHINOOR CORE (CAYMAN) FUND PO BOX 309 UGLAND HOUSE GRAND CAYMAN CJ KY11104 INVESTMENT CJ UChicago C Corporation false NON-EMPLOYED PHYSICIANS SP A SEGREGATED PORTFOLIO OF TRULEN INSURANCE SPC L IMITED 171 ELGIN AVENUE WILLOW HOUSE CRI PO BOX 10233 GRAND CAYMAN CJ KY11002 981571387 LIAB INSURANCE CJ UCMN C Corporation false PENSO FUND PLATFORM SPC - SEG PORT PO BOX 309 UGLAND HOUSE GRAND CAYMAN CJ KY11004 981360251 INVESTMENT CJ UChicago C Corporation false PHOENIX OVERLAY FUND LTD 401 N MICHIGAN AVE C/O INVST OFFIC CHICAGO CJ INVESTMENT CJ UChicago C Corporation false POOLED INCOME FUND (1) 5801 S ELLIS AVENUE CHICAGO IL 60637 POOLED INCO FUND IL UChicago C Corporation false SC CURRICULUM INC 70 WEST MADISON ST CHICAGO IL 60602 SCNC CURRICULUM IL UChicago C Corporation false SP 4 A SEGREGATED PORTFOLIO OF TRULEN INSURANCE SPC LIMITED REGATTA OFFICE PARK WEST BAY ROAD PO BOX 10233 GRAND CAYMAN CJ KY11002 LIAB INSURANCE CJ UCMN C Corporation false STANDARD GENERAL OFFSHORE FUND LTD 767 5TH AVE 12TH FLOOR NEW YORK CITY NY 10153 INVESTMENT UChicago C Corporation false TARPON ALL EQUITIES FUND LP MAPLES CORPORATE SERVICES LTD OP UGLAND HOUSE OUTH CHURCH ST GRAND CAYMAN CJ INVESTMENT CJ UChicago C Corporation false TRULEN INSURANCE SPC LIMITED 171 ELGIN AVENUE WILLOW HOUSE CRI PO BOX 10233 GRAND CAYMAN CJ KY11002 LIAB INSURANCE CJ UCMN C Corporation false UCHICAGO (BEIJING) CONSULTING CO LTD UNIT 1-10 CULTURE PL OF REMMIN UNI BEIJING CH CONSULTING CH URI C Corporation false UCHICAGO CENTER IN INDIA PRIVATE LIMITED UNIT 5-10 GRD FL DLF CAPITAL POINT NEW DEHLI IN CONSULTING IN UChicago C Corporation false UCM SERVICES CORPORATION ONE INGALLS DRIVE HARVEY IL 60426 BILLING & MGMT IL UCMN C Corporation false VIEWFORTH EUROPEAN EQUITY FUND LIMITED 190 ELGIN AVENUE GRAND CAYMAN CJ KY19001 INVESTMENT CJ UChicago C Corporation false WHITEOAK AVOLUTION CO-INVESTMENT TRUST LEVEL 1 33 LOFTUS STREET SYDNEY AS NSW2000 INVESTMENT AS UChicago Trust false WHITEOAK IIB TRUST LEVEL 32 200 GEORGE STREET SYDNEY AS NSW,2000 INVESTMENT AS UChicago Trust false false false false false false false false false false false true false false true true false false false true Schedule R, Part II Although each of UCMC and Adventist Health System Sunbelt Healthcare Corporation (AHSSHC) and its wholly-owned subsidiary, Adventist Health System/Sunbelt, Inc. (AHSSI), appoint only half of Adventist Midwest Health (AMH's) Board of Directors, and thus neither technically has control over AMH based on the definition of "control" in the Schedule R instructions, the affiliation between UCMC and AMH gives UCMC a significant amount of control over AMH, and therefore AMH and its subsidiaries are being reported on the Schedule R of UCMC. For GAAP reporting, UCMC's consolidated financial statements reflect UCMC's controlling interest in the net assets and operations of AMH. Furthermore, the University of Chicago controls both UCMC (by virtue of being its sole member) and AMH and its subsidiaries (within the meaning of Reg §53.4968-3(b)(2)(iii)). As a result, UCMC and AMH and its subsidiaries are related by reason of both being controlled by the University of Chicago (though the University's control over AMH is within the meaning of Reg §53.4968-3(b)(2)(iii)) rather than the Schedule R instructions).